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Wood Tarver Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Wood Tarver Financial Group’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$256K Buy
+1,483
New +$224K 0.07% 132
2025
Q3 		– Sell
-1,483
Closed -$176K – 624
2025
Q2 		$176K Sell
1,483
-134
-8% -$15.6K 0.05% 151
2025
Q1 		$210K Sell
1,617
-302
-16% -$38.1K 0.07% 127
2024
Q4 		$232K Buy
+1,919
New +$244K 0.08% 123

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wood Tarver Financial Group's VDE Position: Q1 2026 in Review

Wood Tarver Financial Group opened a new position in Vanguard Energy ETF (VDE) in Q1 2026: 1,483 shares worth $256K. The stake represents 0.07% of the portfolio and ranks #132 among its holdings. This is a return to the name: Wood Tarver Financial Group previously reported a position in VDE as recently as Q2 2025.

Wood Tarver Financial Group first reported a position in VDE in Q4 2024 and has held it in 4 quarters since. 772 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

  • Wood Tarver Financial Group held 1,483 shares of Vanguard Energy ETF worth $256K as of Q1 2026.
  • Vanguard Energy ETF was a new Wood Tarver Financial Group position in Q1 2026.
  • Vanguard Energy ETF made up 0.07% of Wood Tarver Financial Group's portfolio in Q1 2026, its #132 holding.
  • Wood Tarver Financial Group first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 4 quarters since.
  • 772 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.